The Document Butler – The Meaning of Document Management

The “Value-Add” in Document Management goes well beyond storage and backup.  Steve Best, in an article in Law Practice Today (“Document Management: Finding it in the Cloud“) captures the essence of what distinguishes a document management system from mere cloud storage when he uses the term, “The Document Butler”.

I can picture The Butler scurrying around to make sure everything is in its proper place.  I can envision the document appearing by “automagically” as my fingers reach for it, courtesy of my butler.  It is always the RIGHT document that I need at the exact moment I reach for it.  And more importantly, when I am finished with the document, it automagically gets filed in the right place where others can find it.

So what is this Butler worth to you?  Is it worth $38/month to have him (or her) at your beck and call 24 hours a day?  That rate is equivalent to 1/10 of an hour of an attorney’s time a month or 1/3 of an hour of a paralegal’s time.  Just on document search and retrieval, many multiples of that amount are wasted each month.

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iPad Blues with Document Management

I had another hour to kill, just me and my iPad. I thought I would check out GoogleDocs and other options. First stop was the app store. DocsToGo sounded promising but the reviews were mixed. The absence of spell check capabilities was bizarre, particularly since I was so used to the iPads intuitive correction as I typed.

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NetDocuments and Summer Adventures

On Monday we leave for Tel Aviv (that’s in Israel) for the month of August.  And just last week I returned from 2 days of NetDocuments certification training in Provo, Utah.  I had intended to do a detailed writeup of the class; and even intended to study for my certification exam.  However, I am too busy.  No sooner did I leave the training than 3 opportunities landed on my lap (Cloud-based law firms and law departments) that were crying out for NetDocuments.

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Documents in the Clouds

I spend a large amount of time and money each year worrying about “backing up” my data files.  Years ago, I decided to centralize all my files on a File Server.  A peer-to-peer network was good for distributing processing, but a disaster when you are like me, working on multiple PC’s. I do that so that I can test software on different environments.  Once I decided on a central file server (realize the decision was not rocket science), the issue came on appropriate backup routines.  I tried tape cartridges, but most were too slow and too small.  I currently am working with a RAID-V server array, removable hard-drive backup, combined with MozyPro.  The system works, but is not ideal. The hard-drive backups are not swapped often enough; MozyPro took forever to get all my data, and afterwords, is quite slow on the restores.  And so, I am now looking into a “cloud” solution, in particular NetDocuments.

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